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Mortgage closing checklist v1.0.0

Use this resource to automate the preparation and follow-up of a mortgage closing

New

  • 488 downloads
  • 174 likes
  • 194 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install mortgage-closing-checklist

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent describes the pre-closing checks, from clearing conditions to verifying wire instructions, then the closing day flow and post-closing review. You get an automatable checklist with deadlines.

Mostly picked by

Updated November 2, 2026

Card for the “Mortgage closing checklist” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: pre-closing checks and Closing Disclosure compliance
  • SKILL.md: title, hazard and flood insurance, wire instructions
  • SKILL.md: disbursement authorization and post-closing follow-up

Good fit for

  • Your team closes loans in volume and misses documents
  • You want stronger checks on wire instructions before closing

Not for

    Tags

    • mortgage
    • closing
    • checklist
    • loan

    About

    You say

    “Design the closing checklist for our loans: condition clearance, CD, title and wire.”

    Card for the “Mortgage closing checklist” skill

    Skill published by thelobbi under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to automate the preparation and follow-up of a mortgage closing
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md11.3 KB

    Origin and licence

    Listed unmodified

    Author
    thelobbi
    Source
    github.com/thelobbi/claude/tree/f971cbfa27f0d1cd9d885bb9ae0f325dbe90dc27/plugins/lobbi-mortgage-domain/skills/closing-checklist
    Licence
    MIT

    Notice

    « closing-checklist » (thelobbi, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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